Currently only works with Next Best Action Strategies.
When will this work with Recommendation Strategies built with Flow Builder?
Thanks!
Hi Team , while I am trying to do the project "
"We can't find a new Contact Record Page or you have multiple Contact Record Pages. Make sure that you have a single new Contact Record Page on the Contact object." I do not see multiple contact record page while I worked on contact pg on "Lightning app builder" , please guide where am I go wrong #Contact Object
Adding for future solution seekers, as I got the same error message:
Make sure your API-Name and Description are in English, not in German, as was my case.
As soon as I switched "Kontaktseite" to "Contact Recard Page" and the API-Name to "Contact_Record_Page", I passed the test successfully.
Hi,
We are using 'Flow Strategy builder' to generate recommendations from one custom object in bulk without storing records in Recommendation object.
The question is - how to stamp recommendation Id value in ' Recommendation Assignment' step in flow Strategy builder, so we can use this id value inside the Accept flow. (Note: We get the option to populate 'Recommendation Id' in Map step if we use 'Strategy builder ' instead of 'Flow Strategy builder'.
My problem is just described as a title.
I am struggling to show an image of each recommendations that are generated from Recommendation Builder.
The image on recommendation should be used `ImageId` field on recommendation object, so I created an enhanced apex class to add each `ImageId` with `ContentAssetId` but I have still no luck.
Does anyone successfully display an image on the same situation?
We worked on a proof of concept for NBA last year and have decided to discontinue use of the feature. We removed all of the NBA components from our Lightning pages and deleted our strategies several weeks ago; however, I am still seeing significant activity counting against our monthly usage-based entitlement. I am unsure how NBA is being called from our org, given our complete removal of the strategy and components. Has anybody else run into this, and is there anything else we can do to stop these callouts?
Thank you,
Nate
@Nathan King If all strategies were deleted, there's nothing to be called/requested. We recommend that you open up a case if you're still seeing requests counted. Also check out this article for more details on Usage-Based Entitlements.
Hi all,
has anyone ever had experience with integrating NBA metrics with CRM Analytics Dashboards? Our customer does not want us to configure standard Reports or Dashboards in the CRM.
Unfortunately, it's not possible to sync via Data Connection both the "Recommendation Reactions" and the "Recommendation Strategy Metrics" Objects (Error: INSUFFICIENT_ACCESS: sObject type 'RecommendationResponse' is not supported.).
A workaround could be creating the Reports and then making the CRM Analytics Dashboard directly query them to visualize the widgets. Another one could be pulling NBA tracking data from the Connect API and then leveraging the External Data API to create the datasets in CRM Analytics (but it requires some custom Apex development).
Thanks!
Update: I saw that CRM Analytics Dashboards support issuing direct queries against the "Recommendation Response" sObject (see image below): creating widgets in this way could be a reasonable compromise, but maybe there's a better way to visualize those data.
I still cannot see the "Recommendation Strategy Metrics" sObject, neither in the Data Connections (Data Manager) nor in the Dashboards.
Thanks!
Hi,
Just a question: I cannot reference a Subflow when I use the Sublfow Action in Recommendation Strategy Flow type, the lookup field doesn't show any available Flow (see screenshot below).
This behaviour only appears when I'm working with the Recommendation Strategy Flow type, otherwise, I can do it when I'm configuring for example Screen/Auto-launched Flows.
The Flow I want to reference is activated.
May you please help?
Thanks!
@Alex Edelstein, @Janani Narayanan @Salesforce Flow Automation
Hi @Kel Wetherbee, I solved the problem: I thought in the "Subflow" action you can reference every type of Flow not only the Recommendation Strategy Flow type. I successfully replicated the intended behaviour. Thanks!
@Next Best Action I'm looking into implementing NBA with the free 5,000 page views/refreshes per month; what happens after that 5,000 limit is hit? Does the component just display no recommendations, does it keep displaying and we get billed for anything over 5k, etc.? I haven't found this in any documentation or Trailhead modules yet. Thanks!
@Janani Narayanan thanks so much for your reply. I am wondering the same.
as we've already exceeded the 5k allowance, we are thinking about reducing number of recommendations & also limit to just specific profiles can view those ENBA recommendations, would that reduce the total number of ENBA requests please? TIA
Dear NBA community, I wonder if you have yet identified what are the best Dasboard to use to track adoption on NBA.
Current standard dashboard is not enough to see who in Regions / Countries are or aren't engaging with existing NBAs. Did SF or 3rd party on AppExchange developed more detailed views to allow my customer(s) to build more specific and targeted action plan on misusage of NBAs please ?
Many thanks
Is there an expected release date or option to pilot this feature?
This is on our roadmap.
@Tejas Sanghavi are you able to share timing and whether there will be a pilot?